Lobnek Wealth Management

Lobnek Wealth Management, a Swiss private wealth management firm, designs personalized financial strategies and liquidity solutions for individuals and corporations while maintaining headquarters in Switzerland.

Here are key aspects of the company:

• Products & Services: The firm offers a Core/Satellite approach combining stable long-term foundations with flexible satellite investments in emerging markets, real estate, sustainability, and collectibles, alongside specialized corporate services like Cash+ liquidity management for startups.
• Industries: Lobnek serves high-net-worth individuals preserving generational wealth as well as entrepreneurs at every stage from early fundraising to post-exit planning, including those expanding into or listing in the United States.
• Customers: Their clientele includes founders, executives, board members, innovative companies in Switzerland and beyond, and startups with global ambitions pursuing IPOs or other exits in U.S. markets.

Lobnek uniquely positions itself through dual licensing from FINMA and the SEC to provide comprehensive wealth management and strategic corporate support tailored to both personal legacy goals and ambitious business growth.